Purchases and Sales Made in Q2 2025 in Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN SELECT TAX FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.7KNew |
$678K - $716K
|
49.7K
$684K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$185K - $195K
|
13.6K
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10KNew |
$136K - $144K
|
10K
$138K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
10KNew |
$136K - $144K
|
10K
$138K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.53K+ 16.75% |
$61.7K - $65.2K
|
31.6K
$435K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.02KNew |
$54.8K - $57.9K
|
4.02K
$55.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.32KNew |
$45.2K - $47.8K
|
3.32K
$45.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 3.65% |
$30.7K - $32.4K
|
63.8K
$878K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
317New |
$4.32K - $4.56K
|
317
$4.36K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
126+ 1.11% |
$1.72K - $1.81K
|
11.5K
$158K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
100+ 0.17% |
$1.36K - $1.44K
|
58.8K
$809K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
55New |
$750 - $792
|
55
$757
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.02K- 6.16% |
$13.9K - $14.7K
|
15.6K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 4.29% |
$21.3K - $22.5K
|
34.8K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.41K- 22.28% |
$60.1K - $63.5K
|
15.4K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.28K- 31.75% |
$113K - $119K
|
17.8K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30.4K- 57.71% |
$415K - $438K
|
22.3K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-48.3K- 45.05% |
$659K - $696K
|
59K
$811K
|